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Michael Ed Reynolds

Chapin, Davis

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About Michael Ed Reynolds

Michael Reynolds is a financial advisor at Chapin, Davis, with over 20 years of experience in the industry. Michael is registered with both FINRA and the State of Pennsylvania. Michael is a Certified Financial Planner™ and Chartered Financial Consultant®. Michael specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Michael Reynolds is currently registered with Chapin, Davis. Chapin, Davis is a corporation headquartered in BALTIMORE, MD, United States, formed on 1990-12-12. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have a total of 684 client accounts, with $417,434,640 in regulatory assets under management. Their client base consists primarily of individuals, with a smaller number of corporations or other businesses.
Chapin, Davis

1411 CLARKVIEW ROAD

BALTIMORE, MD 21209

$417.43M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Concessions paid by issuers of securities sold to clients

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Michael Reynolds’s Registration & Firm History

PA

12/08/2022 - Present

Chapin, Davis (Bala Cynwyd PA)

PA

02/21/2012 - 12/02/2022

BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)

PA

08/22/2001 - 02/24/2012

AMERIPRISE FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)

MN

08/22/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Ed Reynolds.
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